Yesterday just consulted the ideal car related personnel ideal ONE will not increase the price, got the "company will be unified arrangement, if there is news will be released to the outside world" reply, did not expect to see the confirmation of the price increase today.
On the morning of March 23, the official Weibo of Ideal Automobile released the news: Affected by the continuous sharp rise in upstream raw materials, from April 1, 2022, Ideal Automobile will adjust the selling price of Ideal ONE, and the national unified retail price will be raised from the current 338,000 yuan to 349,800 yuan. The price adjustment will take effect from 00:00 on April 1, 2022, and users who have paid deposits through the Ideal Auto App, Ideal Auto's official website and Ideal Auto Retail Center before that time will not be affected by this price adjustment.
In fact, the price increase is also expected, because the founder of the ideal car, Li Xiang, gave everyone a preventive shot before, and said on Weibo: At present, the brand that has contracted with the battery manufacturer to determine the battery price increase in the second quarter basically announced the price increase immediately. If there is no price increase, most of them have not yet been negotiated, and the price will generally increase immediately after waiting for the negotiation. The increase in battery costs in the second quarter was very outrageous. War, politics, and the epidemic have made it possible to appreciate the value of buying a car, and the price of used cars in the United States has increased by 30% overall.
For the reasons for the price increase, the first electric also made a specific analysis in the previous manuscript:
At present, the price increase of new energy vehicle companies is because of the price increase of raw materials, so what is the reason for the price increase of raw materials, because of lack and scarcity. In fact, many raw materials are produced abroad, first of all, the rapid development of new energy vehicles, so that battery manufacturers and OEMs have greatly increased the demand for raw materials; secondly, the normalization of epidemic prevention, many logistics and transportation need high deposits and inspections, and the time cycle is also lengthened, which will increase the cost of transporting raw materials; and finally, the Russian-Ukrainian war has led to more scarce raw materials, because Russia is a big country that produces raw materials.
Because of the imbalance between supply and demand, the demand is far greater than the supply, which finally presents the intuitive feeling to the user is that in the state of inflation, with the flow of funds beginning to enter the manufacturing industry, the cost of raw materials has shown a rapid upward trend.
The rise of raw materials will lead to a series of butterfly effects, first of all, battery manufacturers are the first to bear the pressure, difficult to survive, when they can not bear it, they will convert part of the pressure to the main engine factory, that is, the battery will carry out a part of the price increase, this time the difficult people will add the main engine factory. Within the controllable range, battery factories and OEMs may be able to digest this problem and will not pass it on to consumers. But the current market environment is obviously not within the controllable range.
Therefore, this wave of price increases is only an inevitable trend under inflation.
It can be expected that if the price increase of raw materials continues, the price increase of car companies will also keep up, and may usher in the second wave and the third wave of price increases.